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Case Study

The document discusses the strategic, tactical, and operational planning for a coffee and chocolate shop owned by Bonnie Brewer and Stacy Kim. It provides their mission statement, which is to expand their café selection and services while providing unique products in a relaxing atmosphere. A SWOT analysis identifies their strengths as location and expertise, weaknesses as slow cash flow and lack of goals, opportunities as advertising and suppliers, and threats as competition. Their tactical plan includes short term goals like extended hours and sampling, and long term goals like a customer survey, WiFi, and website development.

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Anne Bernadette Sumugat
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161 views17 pages

Case Study

The document discusses the strategic, tactical, and operational planning for a coffee and chocolate shop owned by Bonnie Brewer and Stacy Kim. It provides their mission statement, which is to expand their café selection and services while providing unique products in a relaxing atmosphere. A SWOT analysis identifies their strengths as location and expertise, weaknesses as slow cash flow and lack of goals, opportunities as advertising and suppliers, and threats as competition. Their tactical plan includes short term goals like extended hours and sampling, and long term goals like a customer survey, WiFi, and website development.

Uploaded by

Anne Bernadette Sumugat
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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CASE STUDY

CUSTOM COFFEE AND


CHOCOLATE

Joane M Maristela
BACKGROUND
INFORMATION
 Bonnie Brewer and Stacy Kim went to
college together and later started their own
business.
 They own their own coffee and chocolate
shop.
 They have exhausted their savings and
their initial business loan, in six month
lease is up.
 Deciding on whether they were in this for
the long haul or give up the business.
TOPICS COVERED
After this presentation you will know:
 the strategic planning of the shop
 tactical planning
 Operational planning
 Mission statement
 SWOT analysis
 outline of tactical plan for the shop
PLANNING
What is it?
A set of producers for making
decisions about the organizations long
term goals and strategies.
PLANNING
Strategic Plan for the shop
 Make it a place where customers
could indulge their love of good
coffee and fine chocolates.
 Kim would take over the finance
and section of the business
 Brewer would handle the marketing
portion.
PLANNING
What is it?
A set of producers for translating
broad strategic goals and planning
into specific goals and plans that are
relevant to a distinct portion of the
organization.
PLANNING
Tactical Plan for the shop
 Plan on including purchasing only fair
trade coffee and chocolate made by local
suppliers.
 when business starts to make a profit,
expand the menu to include baked
chocolate dessert, tea, and other
beverages.
 create a signature drink
OPERATIONAL
PLANNING
What is it?
The process of identifying the
specific producers and process
required at lower levels of the
organization.
PLANNING
Operational Plan for the shop
 delivery service to locations on campus such
as dorms and lounges where students study.
 holding events such as poetry, or discussion
groups.
 establishing website with the menu and
phone number update on current coffees and
chocolate flavors
 establish a blog
MISSION STATEMENT
The mission of Brewer and Kim is to
expand the café in terms of a number
of employees, item serve and number
of services provided. They also aim to
provide unique coffee blends and
chocolates, while providing friendly
and fast service to costumer in a
relaxing and carefree atmosphere.
SWOT ANALYSIS
 STRENGTHS

1. Location
2. Education and Expertise
3. Knowledge of customers
4. Communication between the owner’s
SWOT ANALYSIS
 WEAKNESSES

1. Slow cash flow


2. Trouble with maintaining loyal customers
3. Lack of long term goals
4. Absence of reliable suppliers
SWOT ANALYSIS
 OPPORTUNITIES

1. Continue/ Keep the business


2. Advertise to more than just students
3. Work with well- known suppliers
4. Provide more for students living and working
on campus
SWOT ANALYSIS
 THREATS

1. Competitors may enter if it has been shown


profitable.
2. Existing competitors may locate near the
school if it has been shown profitable.
3. Prices of coffee and chocolate rise.
TACTICAL PLAN
 SHORT TERM GOALS:
 Extend hours of the business
 Higher four (4) part- time employees.
 Give out samples of their products on a daily
basis from 9am- 11am on the university
campus for two (2) weeks.
 Give out samples of their products on the pier
on a daily basis from 7pm- 9pm for two (2)
weeks.
TACTICAL PLAN
 LONG TERM GOALS:
 Implement a survey for the customers asking
them what other products they would like to
see in our shop.
 Have a working Wi- Fi by the end of the
month.
 Have website up and start weekly blog posts.
 Website to include a menu, hours of
operations, address to shop and phone
numbers.
THANK YOU 

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